Wealth Management is our investment advisory discipline that can and often does incorporate financial planning, investment portfolio management, efficient Tax Planning (see professional courtesy section) and other services. It can encompass simply your liquid financial assets or it can be widened to cover all of your assets. Wealth Management can also be used to for a variety of desires: Wealth preservation, growth, or Estate Planning and asset transfer. In working with clients, WE begin with an in-depth discovery process in order to identify ALL OF THE FACTORS surrounding and identifying the client’s wealth. This includes a thorough examination of the client’s short and long term goals, the structure of his/her/their holdings, the client’s present tax position, the client’s Estate plan or desires for Wealth pass thru, and their overall risk tolerances. Only then can we construct and implement a Wealth Management Plan for the client that we can continually monitor, update and recommend changes to accomplish the client’s overall Wealth goals.

Our Wealth Management investment program IS a fee based, zero commission program that is not associated with a small number of investments. With today’s Global economic and investment markets, we continually review thousands of potential investments to recommend those that in our opinion are best suited for your overall investment goals. Account minimums do apply.